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  • Email Templates

    Forgot Password
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  • I want my subject line to read:

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  • User Registration

    This template is only used if you want to user/borrower to confirm their email prior to getting started.
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  • I want my subject line to read:         

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  • Questionnaire Started

    This email notification that a new user has started can go to the LO and or anyone else
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  • Questionnaire Completed (internal): to the LO, admin and/or processor.

  • I want my subject line to read:       

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  • Questionnaire Completed User

    This email goes to the user/borrower when it is submitted
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  • Upload Notification

    This email notification goes out when the user uploads a new document
  • I want my subject line to read:      

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  • Document Rejected

    This email notification goes out when you "reject" a document along with the reason for rejection
  • I want my subject line to read:       

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  • Questionnaire Reminder

    This email notification goes out when the user "starts" but does not complete their questionnaire
  • If "enabled" please complete this page

  • I want my first reminder to go out after hours. Send my second reminder in another hours and then ongoing every      

  • I want my subject line to read:      

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  • Upload Reminder

    This email notification goes out when the user hasn't uploaded all of their documents
  • If "enabled" please complete this page

  • I want my first reminder to go out after hours. Send my second reminder in another hours and then ongoing every      

  • I want my subject line to read:      

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  • Invite User to Start

    This is used to send a borrower an invitation to begin their loan process from the Loan Officers Profile Page.
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  • User resume / Upload

    This function allows the borrower to take over and complete the questionnaire that the loan officer started with them. Also brings them to their document center once the questions are completed.
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  • Should be Empty:
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